The problem
Bookkeepers waste hours chasing clients
Every unclear transaction becomes a phone call, email chain, or Slack message. Clients delay, receipts go missing, BAS deadlines loom. It's exhausting.
For Australian bookkeepers, accountants & clients
Stop chasing clients.
Start reconciling.
HelpMyBooks asks clients simple Who / What / Why questions via SMS or email. Clients answer on their phone. You get clean answers, receipts, and confidence scores — ready to reconcile.
No credit card required · 14-day free trial · Cancel anytime
Bunnings · $182.4012 May 2026
Needs receiptCaltex · $95.0010 May 2026
Reminder sentOfficeworks · $44.958 May 2026
Auto-ready ✓87%AI confidence
2/3Answered
See it in action
Watch the 60-second walkthrough
Real-time processing
Bank-level security
Cloud-based platform
AI-powered insights
Expert Australian support
ATO-ready reports
The solution
AI asks clients simple questions instead
HelpMyBooks sends an automated SMS or email with one plain-English question. Clients tap a link and answer in 30 seconds — no accounting knowledge needed.
The result
Clean reconciliations, faster every month
AI remembers past answers. Your queue gets shorter over time. What took days now takes minutes, and your clients actually enjoy the process.
Features
Everything your practice needs
Built specifically for Australian bookkeepers and their clients. No unnecessary complexity.
AI transaction questions
AI analyses each transaction and generates simple, plain-English questions — no accounting jargon for your clients.
SMS & email reminders
Automated multi-channel escalation: primary message, reminder, secondary channel, then optional call — all without manual effort.
Receipt upload
Clients upload receipts directly from their phone. Files are stored securely and attached to the matching transaction.
Memory-based learning
HelpMyBooks remembers past answers. Bunnings is always materials. Caltex is always fuel. Fewer questions over time.
Bookkeeper dashboard
Review answered transactions, AI confidence scores, client notes, and receipts in one clean queue — ready to reconcile.
Client-friendly portal
Clients answer on their phone like a text message. No login, no accounting knowledge, no confusion.
See it in action
Your reconciliation queue, finally under control
One screen shows every transaction's status — answered, waiting on a client, or ready to reconcile.
Humevale Projects · Reconciliation queue12 transactions · 3 clients
8 reconciled this week24Total clients
5Unanswered
9Answered
87%Avg AI confidence
Bunnings · $182.40Mehdi K. · 12 May 2026
Needs receiptCaltex · $95.00Sarah T. · 10 May 2026
Reminder sentOfficeworks · $44.95Mehdi K. · 8 May 2026
Auto-ready ✓Telstra · $89.00Sarah T. · 6 May 2026
Reviewed ✓Core workflow
Unknown transaction to
clean export in 4 steps
The complete reconciliation workflow, from messy bank data to confident export — without manual chasing.
See full demo →- 01Import CSV
Upload your bank transactions. AI classifies what it can automatically.
- 02AI questions
Unclear transactions get simple Who / What / Why questions generated instantly.
- 03Client answers
Clients tap a link, answer on their phone, and upload receipts in seconds.
- 04Bookkeeper reviews
Review clean answers, AI suggestions, and receipts. Approve and export.
Pricing
Simple, transparent pricing
All plans include a 14-day free trial. No credit card required to start.
Starter
Perfect for solo bookkeepers
$49/month
- ✓Up to 5 clients
- ✓500 transactions/month
- ✓SMS + email reminders
- ✓AI classification
- ✓Receipt upload
Most popular
Professional
For growing practices
$99/month
- ✓Up to 20 clients
- ✓2,000 transactions/month
- ✓Everything in Starter
- ✓Memory rules
- ✓Priority support
- ✓Team members (3)
Practice
For established firms
$199/month
- ✓Unlimited clients
- ✓Unlimited transactions
- ✓Everything in Pro
- ✓Unlimited team members
- ✓Dedicated onboarding
- ✓API access
All prices in AUD. GST will be added at checkout. Annual plans save 20%.
Why practices switch
What you get back
5+ hrs
Saved per week
No more phone tag or email chains chasing a single transaction answer.
87%
Average AI confidence
Most transactions classify automatically, so you only review what truly needs a human eye.
2x
Faster client replies
Clients answer a simple text-style question in seconds instead of digging through statements.
Ready to stop chasing clients?
Join Australian bookkeepers using HelpMyBooks to reconcile faster, with less back-and-forth.
This software and its IP are available for acquisition — full source, brand, and domains, offered via Bear Studios.
View listing →